Paul Kennedy discusses pension contributions, allowances and carry forward with our National Pensions Sales Manager, Paul Squirrell. They also touch on the consequences and possible advantages of exceeding the annual allowance.
Secure £35,240 of tax allowances for individuals over both tax years or £70,480 for a couple. Our online dual year ISA functionality is now live on our classic version of client management.
If you’re setting up regular income for the first time from a drawdown account, to be paid in the 2016/17 tax year, applications must be with us by 17 March.
Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.
Whether you select your
own funds, use model portfolios
or DFMs - we can help.
A single report to identify clients
and a simple action plan to
engage with them.
If you're not familiar with what we
can do to support the partners
we work with, this area should help.